+558.6%
QQQ vs SPXU
-99.6%
+658.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | -0.1% |
| 7D | -0.6% | +2.5% | -3.0% | +0.4% |
| 30D | -1.2% | +4.2% | -5.4% | +0.5% |
| 3M | -0.2% | -9.3% | +9.1% | -2.9% |
| 6M | +17.9% | -30.7% | +48.6% | +5.0% |
| YTD | +16.6% | -28.1% | +44.8% | +6.0% |
| 1Y | +23.0% | -35.2% | +58.2% | +8.5% |
| 3Y | +92.9% | -79.9% | +172.9% | +23.4% |
| 5Y | +95.6% | -86.4% | +182.0% | +30.5% |
| All | +558.6% | -99.6% | +658.1% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling